Are Partner Buyout Plans Just Ponzi Schemes?

Apply this test to your firm’s succession plan. By Marc Rosenberg Retirements & Buyouts Most multi-partner CPA firms have partner buyout plans that enable partners who leave the firm via retirement, death, disability or withdrawal to redeem their share of … Continued

Clawback and How to Handle It

Five-year adjustments may ease partners’ minds. By Marc Rosenberg Retirements & Buyouts Some firms struggle to agree on the details of a partner retirement plan. MORE ON RETIREMENT: Can Partners Compete After They Leave? | Disability Is Far More Complex Than … Continued